WWA
DX

WCG Wealth Advisors’s Dynex Capital DX Stock Holding History

WCG Wealth Advisors’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Buy
143,806
+70,451
+96% +$927K 0.04% 312
2026
Q1 		$936K Buy
73,355
+11,454
+19% +$158K 0.03% 385
2025
Q4 		$867K Buy
61,901
+24,842
+67% +$335K 0.02% 375
2025
Q3 		$455K Buy
37,059
+8,252
+29% +$103K 0.03% 302
2025
Q2 		$352K Buy
+28,807
New +$350K 0.02% 317

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCG Wealth Advisors's DX Position: Q2 2026 in Review

WCG Wealth Advisors increased its Dynex Capital (DX) stake by 96% in Q2 2026, buying an estimated $927K and bringing the position to 143,806 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #312.

WCG Wealth Advisors first reported a position in DX in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • WCG Wealth Advisors held 143,806 shares of Dynex Capital worth $1.89M as of Q2 2026.
  • WCG Wealth Advisors bought 70,451 Dynex Capital shares in Q2 2026, an estimated $927K.
  • Dynex Capital made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #312 holding.
  • WCG Wealth Advisors first reported a position in Dynex Capital in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.